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Home > Institutional Investor > Legacy Private Trust Co. > Profile

Instuitional Investor - Legacy Private Trust Co.

Fund Profile
Filing Period:
Fund Name: Legacy Private Trust Co.
Portfolio Value $1,806,427,226
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 326,335 $244,389,017 13.53%
2.
Vanguard Index Fds
 471,133 $174,338,055 9.65%
3.
Vanguard Tax-Managed Fds
 1,127,134 $80,308,296 4.45%
4.
Vanguard Bond Index Funds
 BND 792,562 $58,181,975 3.22%
5.
Spdr Series Trust
 KRE 626,685 $56,896,730 3.15%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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